Latest / The Peel with Turner Novak

Aydin Senkut: Growing Felicis from $4M to $4B
Aydin Senkut started Felicis 20 years ago with $4 million of his own money.
After hearing "we don't back people like you" from every LP, he's now an early backer of iconic companies like Shopify, Canva, Adyen, Notion, and Supabase and investing out of a $900 million fund 10.
We talk about why success is the downfall of a good investor, the 7 cold emails before he met Tobi, the endowment LP who grilled him like the CIA, why he hired a CFO at fund 3, if raising a 250x bigger fund causes you to lose your edge, Larry Page's 10x rule, and paying 700x revenue for Supabase.
Thank you to Monaco…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.